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E&P Financial Group

Diversified financial services: wealth, advisory, trading

Overview

E&P Financial Group is a diversified Australian financial services firm that serves private clients, institutions, and corporates. It operates in three divisions: E&P Wealth, which provides personalized wealth management and related services; E&P Capital, offering corporate advisory, M&A, IPOs, debt structuring, capital raisings, and a sales/trading and research function; and E&P Funds, which offers bespoke funds across asset classes including global equities, property, private equity, fixed income, and solar infrastructure. The company works by combining a national team of advisers with an international network of industry specialists to deliver integrated advisory, execution, and investment products. Its goal is to build long-term client partnerships by delivering tailored, high-quality financial solutions to grow and protect clients’ wealth over the long term.

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About E&P Financial Group

Simplify's Rating
Why E&P Financial Group is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Company Size

201-500

Company Stage

N/A

Total Funding

$18.9M

Headquarters

New South Wales, Australia

Founded

2007

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Simplify's take

What believers are saying

  • FY26 net revenue rose 13% to $180.0 million, with EBITDA up 84%.
  • E&P closed its FY26 FCX tender window on 19 October 2026, fully matched.
  • On 14 October 2026, E&P partnered with Montaka Global for Claremont transition.

What critics are saying

  • Claremont FUM outflows already depressed FY26 revenue, threatening future E&P Funds performance.
  • Delisting leaves E&P less liquid, complicating hiring, valuation, and shareholder exits.
  • Sustained Claremont outflows hollow E&P's wealth franchise and trap the unlisted equity story.

What makes E&P Financial Group unique

  • Since December 2024 delisting, E&P controls shareholder liquidity through FCX tender windows.
  • FY26 showed 83% wealth annuity-like revenue, reducing dependence on transactional markets.
  • AI-enabled tools and national adviser recruitment differentiate E&P Wealth and E&P Capital.

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Funding

Total Funding

$18.9M

Above

Industry Average

Funded Over

0 Rounds

Benefits

  • Paid Vacation
  • Wellness Program
  • Meal Benefits
  • Company Social Events

Company News

Australian Financial Review
May 3rd, 2023
E&P adds Santos to the M&A watch list

Santos has landed on resource investors’ radar with research house E&P Financial tipping the oil and gas giant as a takeover target.

Australian Financial Review
Mar 16th, 2023
E&P picks off Credit Suisse analyst for telco/media stocks

Cameron McDonald, who runs E&P’s research team, told his chargers on Thursday that Raykovski was joining E&P’s Melbourne office from mid 2023 as an executive director.

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